Case Study: Taylor Cocks achieves automated, targeted client communications with CommuniGator GatorMail

Taylor Cocks creates an automated approach with GatorMail

Taylor Cocks Chartered Accountants needed a fast, reliable email marketing tool that could use the client data already held in Sage SalesLogix to send relevant, preference-led communications rather than broad, untargeted mailings. With customers and prospects spread across multiple offices and countries, the firm wanted to deliver timely information on topics like tax and legislation without overwhelming recipients with content that wasn’t relevant to them. CommuniGator’s GatorMail was chosen to help meet this need.

CommuniGator implemented a direct integration between GatorMail and Sage SalesLogix, allowing click-throughs, downloads, and campaign results to be written back into the CRM automatically. This gave Taylor Cocks richer insight into customer preferences and created activities in the CRM based on user actions, helping the firm quickly distribute budget updates, event invitations, and legislation news to the right audiences. The result was faster communication, stronger customer insight, and new prospects and revenue opportunities generated from the increased engagement.

Taylor Cocks

Ian Cocks

Managing Director